Client Portal

One branded home base for every client

Your clients log into a portal that looks and feels like your agency built it. Deliverables, messages, invoices, contracts, and project updates - all in one place, all under your brand.

What your clients get

A single login that replaces the chaos of email attachments, shared drives, and scattered tools.

Deliverable management

Clients see every deliverable organized by section. They can review, approve, and download - all from their portal.

Fully white-labeled

Your brand colors, logo, and domain. No "Powered by" badges. Your clients think you built the whole thing.

Built-in messaging

Clients message your team directly from the portal. No more digging through email threads to find that one approval.

Payments and invoices

Clients view invoices and pay directly from their portal. Outstanding balances, payment history, and receipts in one place.

Magic link access

Share a link and clients are in - no password required. Or use standard login for repeat visitors. Both paths work.

Onboarding progress

New clients see their onboarding checklist front and center. They know exactly what's done, what's next, and what they need to provide.

How it works

Three steps from signup to a branded client portal your clients will actually use.

1

Set up your brand

Upload your logo, set your colors, and connect your domain. Takes about five minutes.

2

Add your clients

Create a client org, upload deliverables, and configure which tools they can access.

3

Invite them in

Send a branded invitation email or a magic link. Your client logs in and sees their portal - your brand, their data.

Give your clients a portal they'll actually use

Most agencies send deliverables over email. Yours can offer a branded experience that builds trust and reduces "where's my stuff?" emails.